Sales and Business Development Professional

Responsibilities:

• Proactively identify and approach potential clients to promote the company's investment products and services.
• Build and maintain strong relationships with individual and institutional investors.
• Conduct in-depth consultations to understand clients' financial needs, goals, and risk tolerance.
• Develop and implement effective sales strategies to achieve individual and team targets.
• Educate clients about various investment products, including fixed deposits, mutual funds, money market, stocks, bonds, real estate, and alternative investments.
• Negotiate terms and close sales agreements while ensuring compliance with company policies and regulations.
• Stay updated on financial market trends, investment opportunities, and competitors' offerings.
• Provide clients with market insights and personalized recommendations based on research.
• Collaborate with internal teams to enhance the company's product offerings and address client feedback.
• Maintain accurate and up-to-date records of sales activities, client interactions, and deal closures in CRM systems.
• Prepare regular sales reports for management, highlighting achievements and areas for improvement.
• Ensure adherence to all financial and regulatory compliance requirements during the sales process.

Requirements:

• Bachelor’s degree in Finance, Economics, Business Administration, or related field.
• Professional certifications are an advantage.
• Proven experience in sales, preferably in the investment, banking, or financial services industry.
• Strong understanding of investment products and financial planning principles.
• Excellent communication, negotiation, and interpersonal skills.
• Strong sales and client acquisition abilities with a track record of meeting or exceeding targets.
• Analytical mindset and ability to interpret financial data.